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Seamlessness - Why the Customer Thanked You - 6/23/26


This doesn’t happen enough nowadays, but the employee received a long thank you e-mail from the customer.  A financial services account manager had taken care of the client during a period of time that was stressful for the customer. Life was unexpectedly changing quickly, and personal emotions, additional financial responsibilities, Read more

When to Avoid the Escalation - 6/16/26


The customer calls with a complaint, and the easy thing to do is to escalate it to your supervisor. That may also be the right thing to do, but how do you know when to avoid the escalation? Why You Would Escalate The first thing to consider is why you would Read more

Let’s be Clear on Clarity - 6/9/26


When trying to manage expectations, it’s vital to be clear with the customer.  But what specifically does it mean to be “clear?” Clarity is in the eyes and ears of the beholder, so what may be clear to one customer may be unclear to another.  However, there are some basic Read more

Allow Yourself to Solve a Couple Puzzles Every Day - 6/2/26


Frank had never been a dog owner before, and when he first got Bosco at the shelter, Frank didn't really know what he was doing.  He would try to be a good parent - feed the dog, play with it, take it on walks - but he was doing Read more

Improve with a Purpose - 5/26/26


If you’re reading these customer service tips, you likely want to get better.  You want an idea, a technique, a reinforcement, or a question that helps you improve. But why improve? At some point you may waver on the commitment to improve, because it can take effort, introspection, time, and change.  Read more

Reciprocate the Thanks - 5/19/26


Jasmine had a great experience with the company, and the company sent her a link to provide an online evaluation following the visit.  So, she clicked the link, gave a rating, and made a comment about her experience. The company monitored their online reviews, saw the positive response, and replied Read more

Don’t Skip the Recap - 5/12/26


The playoff hockey game goes on for almost 3 hours.  There’s non-stop action, with plenty of penalties and takeaways and hits against the boards…and a few goals, as well. You didn’t get to watch the whole game because you had other plans, but you wanted to know what happened.  So, Read more

Finalize the Solution with the 6 Step Checklist - 5/5/26


In last week’s Tip, we showed why and how to Use the 6 Step Checklist before Resolving the Issue.  We noted the importance of taking 15 seconds to mentally walk through the Who, What, When, Where, Why, and How to feel confident that you know what’s needed to fix Read more

Use the 6 Step Checklist before Resolving the Issue - 4/28/26


We talk about trying to resolve the issue right the first time, sharing the technique on how to manage the conversation to get clarity on the real issue, need, or goal, and confirming your understanding before moving forward. But what are you trying to clarify?  What are you trying to Read more

Use the Customer’s Words - 4/21/26


The customer is describing a problem on what they call their “computer.” They mentioned that the “screen” doesn’t “move from one page to the other.” They say that the “website’s name is typed at the top,” and it says sample.com with a “line, and then it says ‘home’ after Read more

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Define Your Personal Service Standards – 3/31/15 TOW

Posted on March 31, 2015 in Customer Service Tip of the Week Please leave a comment


Many clients are interested in our helping them develop Customer Service Standards and instilling them in their staff. Customer Service Standards are essentially documented expectations of how employees at all levels should treat both internal and external customers. The Standards note desired behaviors and attitudes of staff, and they align to the organization’s Mission, Vision, and Core Values.

But instead of waiting for your company to tell you what they expect, let’s take a step and define our own Personal Service Standards.

Essentially what I want you to ask yourself are 3 key questions:

  • What should my attitude be like, regardless of who I’m interacting with at the time?
  • What should be characteristics of my behaviors when interacting with others?
  • What should be the qualities of how I do my job and serve others, even when nobody’s looking?

To what standard do you hold yourself? What high level of attitude and actions should be just part of who you are, how you do business, and how you serve others?

Maybe the words that pop to mind are “proactive, courteous, engaged, and creative.” Maybe you’re “thoughtful, other-focused, respectful, and patient.” You could be the person who’s “organized, efficient, responsive, and solution-oriented.”

Think about what you expect of yourself. Then live to those expectations. Make the expectations you have of yourself drive you toward great experiences for those you serve.

Define Your Personal Service Standards.

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Are You Carol or Darrell? – 3/24/15 TOW

Posted on March 24, 2015 in Customer Service Tip of the Week Please leave a comment


Carol and Darrell are reception clerks at the local eye clinic. Each had a patient – essentially the same patient – walk up to them.

Carol looked up from her computer screen and said hello to the patient. The patient said he had an appointment with Dr. Jones at 9:00. Carol said “I need to see your insurance card.” She asked whether the patient wanted to do self-pay or run it through insurance. The patient was confused and asked whether the health insurance covered eye appointments. Carol said most people know when they come in if health insurance covers eye appointments, so the patient asked if Carol could check on the system for her, and Carol said she’d check. After 3-4 minutes of looking at the screen in silence, Carol said “We’re out-of-network. What would you like to do?” The patient asked whether that mattered, and Carol said “it’s $150 self-pay, but it could be over $300 if you used insurance,” so the patient opted for self-pay. Carol completed the transaction by taking a deposit, printing the paperwork, and directing the patient to the waiting room.

Darrell stood and smiled at his patient, introduced himself, and asked how he could help the patient. The patient said she had an appointment with Dr. Smith at 9:00. Darrell said “Great! If you have insurance, I’ll pull it up on my computer for you. Do you have an insurance card with you?” Darrell looked at the card and said, “Now there are two ways patients can pay for their appointment. The first is self-pay (and Darrell noted why some people to prefer that method). The other is with insurance; I checked your insurance, and it appears that your insurance does cover one exam per year, but unfortunately, our clinic is out-of-network, which means the charge will most likely be over $300 if you use your insurance. So would you prefer the self-pay option or using insurance?” The patient said she’d definitely prefer self-pay, and Darrell responded that he’d just need a credit card for payment. Darrell completed the transaction, printed the paperwork, thanked the patient for coming in, noted that a technician named Margaret would call her name within about 5 minutes, and showed the patient where she could wait. “Is there anything else I can do for you” Darrell asked. The patient said “no, thank you,” Darrell thanked her again for coming in today. The patient smiled and walked to the waiting room.

These are two simple stories that end with two questions.

Are you Carol or Darrell? Are you Good or Great?

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Baby Come Back – 3/17/15 TOW

Posted on March 17, 2015 in Customer Service Tip of the Week Please leave a comment


I’m dating myself here, but do you know the 1970’s song “Baby Come Back” by Player? If not, think about the Swiffer sweeper commercials where a mop or broom sings the song to a customer who has converted to Swiffer – the mop’s competitor.

Even if the song still doesn’t ring a bell, think about these lyrics:

Baby come back, any kind of fool could see
There was something in everything about you
Baby come back, you can blame it all on me
I was wrong, and I just can’t live without you

The mop lost a customer. He was heartbroken, and he wanted her back.

What’s the customer service lesson from the song? It’s this: Never let customers – even those that are lost – become a prospect. You worked too hard, too long to gain the customer and develop a relationship, so there should be some pain in the loss. But don’t let those hurt feelings or the hurt bottom line cause you to fully cut off communications with past customers. Instead, take these three actions with lost customers.

First, find out specifically why they left. You can assume, but if you want to know the true reason, then ask. Whether it’s through Exit Interviews or less formal means, identify the true reasons to apply those lessons to existing clients and operations.

Second, convey your interest in continuing communications with them. Even if all you say is “If it’s okay, I’ll plan to touch base with you every few months just to check in and see how you’re doing” or “If I come across something that might be of interest to you, I’ll send it your way.”

Third, keep the relationship warm. Create a Former Client Touch Point Plan, where every 2-6 months (based on the industry and customer type), you send them some information that may be of interest to them, something about a change or improvement in your company, or something of value to them.

I’m not suggesting that you spend undue resources on customers who’ve left; rather I’m simply suggesting that you never let those relationships go stale.

Don’t let lost customers become prospects. Adopt the mantra “Baby Come Back.”

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